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Financial Administrator Remote (London HQ) £35,000 + Bonus Flexible Hours

Job Description - Financial Administrator Remote (London HQ) £35,000 + Bonus Flexible Hours

A growing, independent financial planning firm is seeking a skilled Financial Administrator to join their dynamic team. This is a fantastic opportunity for someone with strong technical skills and experience in an IFA environment to step into a key role with real responsibility — all within a business that values flexibility, autonomy, and long-term growth.

What’s on Offer:

  • £35,000 salary (FTE) + performance bonus
  • Remote working (London meetings every 2 months)
  • 25 days holiday + bank holidays
  • Flexible hours
  • Direct access to partners and decision-makers

About the Role:

As a Financial Administrator, you’ll support advisers by preparing detailed suitability and annual reports, managing client data in XPlan, and handling key admin tasks. You’ll also assist with meeting prep, transactions, and platform activity — all while helping drive operational excellence.

We’re Looking For:

  • 5+ years in a financial planning or IFA practice
  • Strong attention to detail and a process-driven mindset
  • Confident user of Excel, Word, and financial platforms
  • Independent, adaptable, and proactive
  • Experience with IRESS XPlan (ideal, not essential)

This is a brilliant fit for a Financial Administrator who loves technical detail, thrives in a small team, and wants a role they can truly make their own.

If you're an experienced Financial Administrator looking for flexibility, responsibility, and real impact — apply today to Laura McKendry at Financial Divisions

Original job Financial Administrator Remote (London HQ) £35,000 + Bonus Flexible Hours posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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